Senior Client Governance Analyst

About the role

As Senior Client Governance Analyst, you will be part of the Client Governance (CG) team in Edinburgh, focusing on providing excellent service to internal stakeholders and clients of FSI, typically invested directly in our funds and products.

You will also support the team in servicing the needs of our intermediary clients and to develop a good understanding of their requirements.

This role is integral to the safe and efficient delivery of all aspects of client governance, contained within the remit of the team.

A key aspect of this role will be to support the Senior Client Governance Manager(s) in the leadership and development of all members of staff in the team, through coaching and leading by example.

The role will provide, contribute to, or oversee – as applicable – the ‘project management’ for various activities within the team and broader FSI business. Therefore, a key purpose of the role is to be able to flex between analysis, delivery, and project management, as required.

About you

• Demonstrable experience from an asset management or asset servicing firm, with an emphasis on client servicing skillset.
• Demonstrate understanding of the component parts of the client experience of asset management/asset servicing – ‘what does good look like and how to achieve it’.
• A keen awareness of the regulatory environment in which the firm operates, across the multiple jurisdictions in which we market products and service clients.

Your experience

• Experience of the distribution and customer relationship management operation of an asset management business, covering institutional clients and wholesale distribution partnerships, across a range of product types (e.g. UCITs, OEIC, across private markets and public markets)
• Ability to communicate process change and work across different functions to provide input and support to meet the objectives of Client Governance.
• Committed to quality, timely outcomes, managing objectives and delivery results against specific corporate and individual goals.
• Demonstrate an awareness of how Artificial Intelligence can be applied in the day-to-day role.

Your skills

• A committed team player with a willingness to challenge and be challenged.
• Can work with colleagues at all levels of seniority.
• Ability to work independently, multi-task and meet strict deadlines.
• Proficient in MS Office Suite (Co-pilot, Word, Excel and Outlook).

Your day-to-day

• Co-ordination of responses to client requests, either directly via email or indirectly through our distribution team and/or relationship management team.
• Liaise between investor and the relevant team to resolve any queries on investor instructions and dealing related activities.
• Maintain awareness of regulatory developments in overseen markets and adjust policies and procedures in line with changes or improvements.
• Takes initiative in identifying processes that may require changes to streamline/enhance team efficiency.
• Communicate issues internally and document/escalate as appropriate, on behalf of our clients and their representatives.
• Work with internal teams on regulatory driven projects, initiatives and deliverables (e.g. Consumer Duty requirements and deliverables, which continue to evolve).

About us

First Sentier Investors is a global asset management group providing high quality, differentiated and relevant investment capabilities aiming to deliver exceptional investment performance for our clients and profitable growth for our shareholder.

We do this through our independent teams of active, specialist investors who share a common commitment to responsible investment principles. We are a global asset management business and the home of investment teams AlbaCore Capital Group, FSSA Investment Managers, Igneo Infrastructure Partners, RQI Investors and Stewart Investors. All our investment teams – whether in-house or individually branded – operate with discrete investment autonomy, according to their investment philosophies.

Our success relies on our ability to deliver outstanding client outcomes, supported by our culture and an efficient, sustainable and scalable business. We are committed to investing in our people to ensure we attract, develop and retain the talent to deliver these outcomes, guided by our vision, purpose and values.

• Care: we care about our clients, society and each other.
• Collaboration: we collaborate to deliver the best solutions.
• Openness: we are open with each other, and to different ways of thinking.
• Dedication: we are dedicated to being experts in our respective fields.

Why work with us

Our industry-leading benefits

Working at First Sentier Investors gives you access to a growing, values-led organisation with competitive pay and industry-leading benefits including:

• Flexible working and a gender-neutral parental leave programme that provides 26 weeks’ paid leave in every region
• Global collaboration, international mobility and the opportunity to build your career in different markets
• Employee-driven charitable foundation allows our people to give back in their local communities through donation-matching and paid volunteering days
• Access to learning and development opportunities including in-house training and external programs

Corporate Sustainability & B Corp

We are committed to ensuring that as a firm, we are contributing to building a sustainable economy and society by improving our environmental, social and governance standards and holding our own business to the same standards that we expect of the companies that we invest our clients’ capital in; and by doing so, reinforcing our position as responsible investors. Corporate Sustainability

In 2022, First Sentier Investors became a globally certified B Corp. B Corp Certification provides a framework that we can use to effectively assess our operations against high standards from an environmental, social and governance point of view, as well as to identify areas where we can enhance and improve. Based on the B Impact Assessment, First Sentier Investors earned an overall score of 107.2, as of November, 2022. B Corp Certification

Our commitment to Diversity, Equity & Inclusion (DE&I)

At First Sentier Investors, we value the different experience, ideas and perspectives that our people bring to the work they do. We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this leads to better outcomes for our people and our clients, and it’s the right thing to do.

We provide equal employment opportunities to applicants regardless of race, religion, sex, sexual orientation, gender identity or expression, disability, age, family status, or any other category protected by law.

If you require any adjustments throughout the recruitment process or as part of the role, please let us know so we can support you.

For more information about who we are, visit our website, follow us on LinkedIn or visit our LinkedIn Life page.

We are a proud Disability Confident Employer and a member of the Business Disability Forum.

Closing Date: Friday 25th April